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Client Services Assistant

Client Services team



Full time 




Client Services


Exeter, Devon


29th October 2021


Working within our Client Service team, you will undertake and process client identification checking and support with client onboarding processes. You will also assist with general administrative duties and support the new business team providing cover as required.

What you’ll be doing

The core responsibilities of this role are to:

  • Complete client identification and onboarding procedures
    • Once provided with matter description, client details, and next steps (considering limitation) from legal teams – CSA to open client/matter on SOS ensuring relevant marketing info recorded + conflict checking where appropriate
    • Undertake online and manual ID checking
    • Undertake Anti-Money Laundering (AML) checks on new clients
  • Provide lunch, absence and holiday cover for Reception and ‘New Business’ teams:
    • Deal with incoming telephone calls redirecting caller to appropriate fee earner, branch etc. (Overflow after switchboard + New Business Team)
    • Under the allocation and supervision of the Client Services Executive, assist with New Business Receptionist duties where required
  • Under the allocation and supervision of the Client Services Executive, generally to assist any member of the team with administrative duties

What we’re looking for

An excellent communicator, you will be passionate about delivering excellent client care as well as efficient administrator who can quickly identify where a client enquiry should be directed.  Your telephone skills will be professional and reflect the values of our firm ensuring that every client has the best possible experience from their first point of contact with Tozers. 

Some experience of how a professional services firm works would be an advantage.

What you’ll have

Give details of qualifications and experience the successful candidate will need.

What we have

We believe that our people are our most important asset, and are committed to supporting our teams, cultivating a healthy culture of challenge and expectation with support and care. We invest in our teams and our infrastructure to ensure that we attract and retain talented staff, and are committed to giving all colleagues the opportunity to reach their full potential, with a real focus on training and development.

Our values; high quality work, healthy growth and happy teams are at the heart of everything we do. Find out more about our vision and values, commitment to colleague wellbeing, and colleague benefits below.

Our employee benefits     Our vision and values

Our commitment to colleague wellbeing

How to apply

To apply for this position please complete the application form on the button below.

Apply here